SPIRITT FAMILY SERVICES 403(B) PLAN
Plan Contact
- Address: 8000 PAINTER AVENUE,WHITTIER,CA
- Contact person: ELVIA TORRES
- Phone: (562) 903-7000
Plan General Information
SPIRITT FAMILY SERVICES 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SPIRITT FAMILY SERVICES 403(B) PLAN is $1,978,341.00.This plan was established in 2009.
SPIRITT FAMILY SERVICES 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SPIRITT FAMILY SERVICES 403(B) PLAN is 155
SPIRITT FAMILY SERVICES 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SPIRITT FAMILY SERVICES 403(B) PLAN is $12,763.00
SPIRITT FAMILY SERVICES 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SPIRITT FAMILY SERVICES 403(B) PLAN is $2,014.00.
SPIRITT FAMILY SERVICES 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SPIRITT FAMILY SERVICES 403(B) PLAN is approximately $674.00
Investing in this additonal $674.00 for 20 years would give you extra $43,173.00, assuming a 10% annual return.
Investing in this additonal $674.00 for 20 years would give you extra $43,173.00, assuming a 10% annual return.
SPIRITT FAMILY SERVICES 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, SPIRITT FAMILY SERVICES 403(B) PLAN allocates $104,562.00 to match its employees' contributions, providing an employer match rate of 66.97% of their contributions
SPIRITT FAMILY SERVICES 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SPIRITT FAMILY SERVICES 403(B) PLAN is 12.23%.
SPIRITT FAMILY SERVICES 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SPIRITT FAMILY SERVICES 403(B) PLAN is 10.38%. This measures the effectiveness of the plan participants' investments in the year.
SPIRITT FAMILY SERVICES 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SPIRITT FAMILY SERVICES 403(B) PLAN is 0.16%.
Enrollment Features
SPIRITT FAMILY SERVICES 403(B) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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